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Both sides previous revision Previous revision Next revision | Previous revision Next revisionBoth sides next revision | ||
cats:procedures:contract:confirmations [2017/05/04 13:41] – jen | cats:procedures:contract:confirmations [2019/02/12 14:28] – amanda | ||
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The following information is on this screen: | The following information is on this screen: | ||
- | * Buyer and seller addresses | + | |
+ | | ||
* Quantity and description | * Quantity and description | ||
* Ship to and destination | * Ship to and destination | ||
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Select the address to be used for the contract from the **Names & Addresses** file for the accounts associated with the contract. | Select the address to be used for the contract from the **Names & Addresses** file for the accounts associated with the contract. | ||
[{{: | [{{: | ||
+ | |||
+ | ===Sign=== | ||
+ | Add a signature to the contract confirm. A signature must be set up in user settings for this option to work. | ||
+ | [{{: | ||
===Lock=== | ===Lock=== | ||
- | Lock the confirm/ | + | Lock the confirm/ |
<note tip> | <note tip> | ||
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===Delete Confirm=== | ===Delete Confirm=== | ||
- | Deletion of templates is not recommended. Instead, a supervisor should access the template you wish to delete from the **Contract Setup** area. | + | <note warning>Deletion of templates is not recommended. Instead, a supervisor should access the template you wish to delete from the **Contract Setup** area.</ |
- | ===Delete Confirm=== | + | Delete the latest contract **revision**. <note warning> |
- | Delete the latest contract **revision**. <note warning> | + | |
If you select **Delete**, you will be asked to provide a supervisor password to continue. | If you select **Delete**, you will be asked to provide a supervisor password to continue. | ||
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Next, CATS will ask you to confirm that you wish to delete the confirmation or revision. Select **Yes** to proceed or **No** to cancel. | Next, CATS will ask you to confirm that you wish to delete the confirmation or revision. Select **Yes** to proceed or **No** to cancel. | ||
[{{: | [{{: | ||
+ | |||
+ | ===Items=== | ||
+ | From this menu, you can refresh, edit, or remove the items displayed in the item grid. | ||
====Contract Revisions==== | ====Contract Revisions==== | ||
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After you make your changes and save, the contract will show that it was revised on both the contract on screen and the print out.\\ | After you make your changes and save, the contract will show that it was revised on both the contract on screen and the print out.\\ | ||
- | [{{: | + | [{{: |
- | [{{: | + | [{{: |
There is also another option to overwrite everything but conditions. Go to **Maintenance > Setup > Contract Setup** and check the box for revisions update all information except Conditions.\\ | There is also another option to overwrite everything but conditions. Go to **Maintenance > Setup > Contract Setup** and check the box for revisions update all information except Conditions.\\ | ||
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====Reviewing the Contract==== | ====Reviewing the Contract==== | ||
[{{: | [{{: | ||
- | If you see **Cntr** on the menu, then a contract confirmation has already been created and selecting **Cntr** will display it. | + | If you see **Cntr** |
+ | [{{: |